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IBM
IBM

Overview Fund Activity

2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$297M
2
Franklin Resources
Franklin Resources
California
+$268M
3
Two Sigma Investments
Two Sigma Investments
New York
+$178M
4
BlackRock
BlackRock
New York
+$167M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$161M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$263M
3
Barclays
Barclays
United Kingdom
-$219M
4
State Street
State Street
Massachusetts
-$131M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
1851
CKW Financial Group
Hawaii
$235K +$481 +4 +0.2%
MS
1852
Mizuho Securities
Japan
$234K -$42.4K -353 -15%
DOA
1853
D'Orazio & Associates
Virginia
$233K +$2.04K +17 +0.9%
PIA
1854
Powell Investment Advisors
Florida
$232K +$120 +1 +0.1%
CIAS
1855
CFS Investment Advisory Services
New Jersey
$232K +$232K +1,931 New
KFI
1856
Key Financial Inc
Pennsylvania
$231K -$33.5K -279 -13%
EWA
1857
Encompass Wealth Advisors
Oregon
$231K +$231K +1,917 New
HWM
1858
Hemington Wealth Management
Virginia
$230K +$230K +1,909 New
SICM
1859
Sustainable Insight Capital Management
New York
$230K +$230K +1,914 New
PG
1860
Patten Group
Tennessee
$229K -$60.7K -504 -21%
KIC
1861
Keating Investment Counselors
Florida
$229K – – –
SAA
1862
Southeast Asset Advisors
Georgia
$229K – – –
EW
1863
Evoke Wealth
California
$229K +$48.5K +403 +27%
OBWP
1864
O'Brien Wealth Partners
Massachusetts
$227K +$4.43K +36 +2%
PWA
1865
Phoenix Wealth Advisors
North Carolina
$227K +$227K +1,883 New
BAM
1866
Boyar Asset Management
New York
$226K – – –
MHR
1867
Matthew Hamilton Rosenberg
$226K +$9.02K +75 +4%
FA
1868
Financial Advisors
Massachusetts
$226K +$226K +1,874 New
CA
1869
Cortland Associates
Missouri
$225K -$143K -1,184 -39%
FA
1870
Fiducient Advisors
Illinois
$225K +$225K +1,868 New
TI
1871
Truepoint Inc
Ohio
$225K +$225K +1,869 New
RRA
1872
Round Rock Advisors
Connecticut
$225K +$225K +1,872 New
AFS
1873
Axiom Financial Strategies
Indiana
$224K – – –
AFM
1874
Abbot Financial Management
Massachusetts
$223K -$31.6K -262 -12%
LFA
1875
Landmark Financial Advisors
Kentucky
$223K +$223K +1,817 New
73 74
75
76 77